£41m AUM, £190k RI at 0.5% with Clear Revenue Uplift Potential

Current turn over circa: £240,000

Offers over: £760,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: West Midlands

Additional Notes: Acquiring this firm would add approximately £41m in assets across around 150 households, generating c.£190k in recurring income, with an average client portfolio of £235k. The size and structure of the client bank make this a highly manageable and efficient bolt-on acquisition.

The current ongoing adviser charge of c.0.5% presents a clear opportunity for revenue uplift. By integrating these clients into your proposition, there is significant potential to enhance income while increasing the overall value derived from the client bank.

The owner is committed to supporting a smooth transition and is open to remaining involved for 1–2 years, ensuring continuity of service and minimal disruption for clients.

With no known liabilities, this represents a straightforward, low-risk acquisition opportunity.

For more information please call 01765 698 699 and quote the reference number 31972 ask for Oliver Macer